Denny Fish
Denny Fish is a Portfolio Manager on the Global Technology and Innovation Team at Janus Henderson Investors, a position he has held since 2016. He also serves as a Research Analyst and leads the firm’s Technology Sector Research Team. Prior to rejoining Janus in 2016, Denny served as a technology equity analyst and co-portfolio manager at RS Investments. From 2007 to 2014, he was an equity research analyst and co-team leader of the Janus technology research sector team. Before he was first employed by Janus in 2007, Denny was director and senior research analyst at JMP Securities covering enterprise software. Earlier in his career, he worked at Oracle Corporation as a technology sales manager.
Denny received his bachelor of science degree in civil engineering from the University of Illinois and his MBA from the University of Southern California, Marshall School of Business. He has 20 years of financial industry experience.
Products Managed
Articles Written
Fundamentals underpinning global tech’s market leadership
Denny Fish discusses how innovative products aimed at delivering efficiencies across the global economy position the tech sector to compound earnings growth over a multi-year horizon.
AI: Balancing this revolutionary technology’s opportunities and risks
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.
AI: The wide reach of a revolutionary technology
Both companies and households stand to benefit from the myriad ways AI can enhance productivity.
AI: A long time coming and a long way to go
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
Hangover cure: Tapping into global growth with thematic equities
Janus Henderson’s recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
Research in Action: Finding sustainable growth in the tech sector in 2024
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
Global technology: Softening the cyclical while shaping the secular
The dominant themes, opportunities, and risks we expect will shape the technology sector in 2024 and beyond.
Other companies join tech earnings party
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, states portfolio manager Denny Fish.